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Get Institutions for : 
Vanguard Scottsdale Funds (VGSH)  
$57.74 0.03 (0.05%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 795    19
Total shares held : 
 243,814,383  
% of shares held : 
 27.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -41  
Amount of shares held : 
 -11,226,968  
% of shares held change : 
   -1.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $57.38  
Last Quarter's Ending Price : 
 $58.33  
Last Quarter's Average Price : 
 $57.80  
Change from last quarter's     
avg. price to the last closing  : 
0.06 (0.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
57
 2,191,951
 0.9%
 
Increased Positions :
296
 15,750,913
 6.46%
 
Unchanged Positions :
124
 5,996,273
 2.46%
 
Decreased Positions :
318
-27,426,426
-11.25%
 
Closed Positions :
76
-1,743,406
-0.72%
 
Guru Positions :
2
7,829
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 182 - 2023-12-31 20,022,346 $1,167,904,000 1,199,763
   Orgel Wealth Management LLC 2 - 2024-03-31 6,813,505 $395,660,000 385,608
   WELLS FARGO & CO/MN 195 - 2023-12-31 6,233,606 $363,606,000 459,753
   Municipal Employees Retirement System of Michigan 9 - 2024-03-31 4,339,205 $251,977,000 35,995
   ENVESTNET ASSET MANAGEMENT INC 185 - 2023-12-31 4,287,228 $250,074,000 273,778
   PARTNERS CAPITAL INVESTMENT GROUP LLP 4 - 2023-12-31 4,049,073 $236,182,000 561,781
   M&T BANK CORP 23 - 2023-12-31 3,941,299 $229,895,000 251,065
   UBS Group AG 233 - 2023-12-31 3,688,809 $215,168,000 1,216,421
   NORTHERN TRUST CORP 441 - 2023-12-31 3,225,383 $188,137,000 1,683,535
   Baird Financial Group Inc. 63 - 2023-12-31 2,411,661 $140,672,000 193,435
   Money Design Co.Ltd. 4 - 2024-03-31 2,265,108 $131,535,000 83,307
   VALMARK ADVISERS INC 12 - 2023-12-31 2,193,522 $127,948,000 156,959
   AE Wealth Management LLC 19 - 2023-12-31 2,185,619 $127,575,000 354,966
   LPL FINANCIAL CORP 257 - 2023-12-31 1,917,838 $111,867,000 85,877
   HPM Partners LLC - 2023-12-31 1,701,918 $99,273,000 1,680,119
   Advisory Alpha LLC - 2023-12-31 1,674,718 $97,691,000 37,099
   Gitterman Wealth Management LLC 1 - 2023-12-31 1,651,842 $96,352,000 27,218
   SMITHFIELD TRUST CO 3 - 2023-12-31 1,608,229 $93,798,000 98,698
   HIGHTOWER ADVISORS, LLC 135 - 2023-12-31 1,607,445 $93,753,000 73,880
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 6 - 2024-03-31 1,544,784 $89,706,000 128,648
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 102 - 2023-12-31 1,435,979 $83,761,000 170,490
   Rockefeller Capital Management L.P. 103 - 2023-12-31 1,203,841 $70,220,000 373,317
   PURE FINANCIAL ADVISORS, INC. 13 - 2024-03-31 1,207,161 $70,100,000 125,973
   Cornerstone Wealth Advisors Inc. 1 - 2024-03-31 1,185,301 $68,830,000 38,178
   MERCER GLOBAL ADVISORS INC /ADV 80 - 2023-12-31 1,119,259 $65,286,000 202,379
   ESTATE COUNSELORS, LLC - 2023-12-31 1,089,380 $63,544,000 621,340
   CREATIVE PLANNING 109 - 2023-12-31 1,027,282 $59,921,000 117,290
   OLD NATIONAL BANCORP /IN/ 14 - 2024-03-31 962,885 $55,915,000 179,322
   Advisor Group Holdings Inc. 199 - 2023-12-31 939,326 $54,794,000 49,011
   MILESTONE GROUP INC 8 - 2024-03-31 911,394 $52,925,000 113,841
   Chemistry Wealth Management LLC 1 - 2024-03-31 852,581 $49,509,000 29,571
   Strata Wealth Advisors LLC 1 - 2024-03-31 839,759 $48,765,000 76,396
   EMPIRICAL FINANCIAL SERVICES, LLC 16 - 2023-12-31 830,084 $48,419,000 28,404
   Oak Harvest Investment Services 1 - 2024-03-31 821,160 $47,685,000 121,454
   EAGLE RIDGE INVESTMENT MANAGEMENT 3 - 2024-03-31 780,049 $45,297,000 23,333
   NORTHERN OAK CAPITAL MANAGEMENT INC 2 - 2024-03-31 734,005 $42,624,000 1,744
   ALTA ADVISERS LTD 1 - 2024-03-31 699,427 $40,616,000 30,753
   MARINER WEALTH ADVISORS, LLC 208 - 2023-12-31 654,473 $38,175,000 31,575
   Wealth Dimensions Group Ltd. 1 - 2023-12-31 639,058 $37,276,000 19,341
   Foster Group Inc. 17 - 2024-03-31 639,146 $37,115,000 52,412
   MULTIFINANCIAL SECURITIES CORP 36 - 2023-12-31 618,235 $36,062,000 15,701
   MML INVESTORS SERVICES LLC 137 - 2023-12-31 613,370 $35,778,000 54,509
   AMI INVESTMENT MANAGEMENT INC 1 - 2024-03-31 539,286 $31,316,000 49,021
   OPUS CAPITAL GROUP LLC 6 - 2024-03-31 534,950 $31,065,000 11,349
   PRESILIUM PRIVATE WEALTH LLC 4 - 2024-03-31 528,251 $30,676,000 96,068
   MASSMUTUAL TRUST CO FSB/ADV 28 - 2024-03-31 522,107 $30,319,000 8,690
   BANK OF NOVA SCOTIA / 228 - 2023-12-31 503,687 $29,355,000 308,650
   First Command Advisory Services Inc. 16 - 2024-03-31 502,394 $29,174,000 494,845
   Delta Investment Management LLC 2 - 2023-12-31 494,420 $28,840,000 73,326
   Beacon Pointe Advisors LLC 59 - 2023-12-31 493,935 $28,811,000 45,300
   Salomon & Ludwin LLC 13 - 2024-03-31 435,074 $25,265,000 101,555
   HNP Capital LLC 2 - 2023-03-31 417,767 $24,456,000 23,236
   Cordant Inc. 2 - 2024-03-31 407,925 $23,688,000 7,102
   FRANKLIN RESOURCES INC 672 - 2023-12-31 399,023 $23,275,000 11,919
   American Money Management LLC 3 - 2023-12-31 388,189 $22,643,000 107,174
   PRUDENT INVESTORS NETWORK 1 - 2023-09-30 382,900 $22,055,000 8,360
   Facet Wealth Inc. 23 - 2023-12-31 369,571 $21,502,000 122,704
   MILLER INVESTMENT MANAGEMENT LP 6 - 2023-12-31 365,104 $21,297,000 46,647
   Level Financial Advisors Inc. 2 - 2024-03-31 365,311 $21,214,000 32,908
   Strategic Wealth Designers 7 - 2023-12-31 361,609 $21,093,000 16,502
   MAYPORT LLC 3 - 2024-03-31 354,105 $20,563,000 46,933
   REGIONS FINANCIAL CORP 126 - 2024-03-31 352,291 $20,458,000 15,194
   PORTLAND GLOBAL ADVISORS LLC 8 - 2023-12-31 339,767 $19,819,000 29,662
   CREATIVE FINANCIAL DESIGNS INC /ADV 9 - 2024-03-31 339,808 $19,733,000 25,975
   Global Wealth Management Investment Advisory Inc. 1 - 2023-12-31 326,221 $19,028,000 6,603
   COUNTRY CLUB BANK /GFN 14 - 2024-03-31 325,798 $18,919,000 26,834
   EFFICIENT ADVISORS, LLC 27 - 2023-12-31 320,795 $18,712,000 6,971
   PATHSTONE FAMILY OFFICE, LLC 105 - 2023-09-30 319,294 $18,391,000 315,644
   Simplicity WealthLLC 36 - 2024-03-31 316,624 $18,386,000 244,506
   MONTAG A & ASSOCIATES INC 23 - 2023-12-31 305,290 $17,808,000 34,823
   Carlson Capital Management 12 - 2024-03-31 294,097 $17,078,000 3,160
   Wolff Financial Management LLC 9 - 2024-03-31 286,422 $16,633,000 2,015
   PARK AVENUE SECURITIES LLC 74 - 2024-03-31 281,983 $16,375,000 30,139
   CI Private Wealth LLC 442 - 2023-12-31 256,856 $14,982,000 7,240
   VOISARD ASSET MANAGEMENT GROUP INC. 4 - 2024-03-31 252,055 $14,637,000 13,982
   NORTHWEST WEALTH MANAGEMENT LLC 4 - 2023-12-31 243,565 $14,207,000 29,040
   Falcon Wealth Planning 19 - 2024-03-31 239,762 $13,923,000 22,376
   RENAISSANCE TECHNOLOGIES LLC 809 - 2023-12-31 226,062 $13,186,000 121,062
   Fountainhead AM LLC 12 - 2024-03-31 224,300 $13,025,000 32,042
   ANDERSON FISHER LLC 11 - 2024-03-31 219,914 $12,770,000 11,128
   Elm Partners Management LLC 21 - 2024-03-31 216,643 $12,580,000 46,911
   VANGUARD GROUP INC 2834 - 2023-12-31 210,379 $12,271,000 97,433
   Whitcomb & Hess Inc. 10 - 2024-03-31 205,340 $11,924,000 11,402
   Manhattan West Asset Management LLC 4 - 2023-12-31 197,274 $11,507,000 10,347
   American Trust 23 - 2023-12-31 194,998 $11,374,000 194,998
   Alaethes Wealth LLC 2 - 2023-12-31 188,241 $10,980,000 12,652
   Conservest Capital Advisors Inc. 18 - 2024-03-31 188,513 $10,947,000 2,037
   Unison Advisors LLC 14 - 2024-03-31 187,539 $10,890,000 20,086
   Engrave Wealth Partners LLC 9 - 2023-12-31 184,910 $10,786,000 8,797
   Vise Technologies Inc. 4 - 2023-12-31 181,625 $10,594,000 28,869
   Peak Asset Management LLC 16 - 2023-12-31 181,075 $10,562,000 15,515
   Patriot Investment Management Inc. 20 - 2024-03-31 178,343 $10,356,000 4,066
   Kure Advisory LLC 4 - 2023-12-31 171,510 $10,004,000 3,631
   Stratos Wealth Advisors LLC 37 - 2024-03-31 170,047 $9,875,000 57,412
   CAMBRIDGE TRUST CO 69 - 2023-12-31 168,188 $9,810,000 232
   ROGCO LP 5 - 2023-12-31 166,490 $9,711,000 7,794
   Ullmann Financial Group Inc. 14 - 2023-12-31 165,678 $9,664,000 7,476
   Tortoise Investment Management LLC 22 - 2023-12-31 164,643 $9,604,000 28,761
   MONUMENTAL FINANCIAL GROUP INC. 8 - 2024-03-31 164,051 $9,526,000 13,117
   Integrated Wealth Concepts LLC 149 - 2023-12-31 160,227 $9,346,000 61,091
  100 Records found
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